top of page

Choose your pricing plan

Find one that works for you

  • 12 Months Financial Consulting - Level 1

    49$
    Every month
    Get hope. Get direction. GET CONTROL of your money. If you are ready to make a big change to your finances, this program is for you. If you are married, both spouses must participate.
    Valid for 12 months
    • Learn to think differently about personal finance.
    • Start executing a monthly spending plan.
    • Stop living paycheck to paycheck.
    • Put $10,000 into an emergency savings account.
    • Begin investing 10% of your income for retirement.
    • Develop a plan to avoid, reduce, and even eliminate debt.
    • For married couples: work together more effectively.
    • Three 90-minute individual consultations.
    • Monthly Zoom check-ins.
    • Group training sessions.
    • Email and text access to get your questions answered.
    • Monthly newsletter and other nuggets of wisdom.

  • 12 Months Financial Consulting - Level 2

    49$
    Every month
    This program is for clients with a net worth of less than $1 million but with $10k+ in emergency savings who are investing 10%+ of income toward retirement. If married, both spouses must participate.
    Valid for 12 months
    • Learn to think differently about personal finance,
    • Reduce debt.
    • Increase emergency savings.
    • Save for a large cash purchase.
    • Buy a home.
    • Invest for college.
    • Increase retirement investing.
    • For married couples: work together more effectively.
    • Three 90-minute individual consultations.
    • Monthly Zoom check-ins.
    • Group training sessions.
    • Email and text access to get your questions answered.
    • Monthly newsletter and other nuggets of wisdom.

Payment will auto-charge every month for 12 months unless canceled.

bottom of page